HomeMy WebLinkAbout10-06-09PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
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BUREAU OF INDIVIDUAL TAXES
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NARRISBUR6 PA 1712 8-0 60 1 ~~~ 1*L* REVISED NOTICE a ~ ^ DATE
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MIMAE C MARINO
39 COUNTRY CLUB RD
CARLISLE PA 17013-8887
EST. OF RAYMOND MARINO
SSN 131-30-2736
DATE OF DEATH 07-03-2009
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
21 09-0669
09158398
10-02-2009
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
WACHOVIA BK NA provided the Department with the infornekian below. which has been used in ealculatinp the
poten41a1 tax duo. Records indicate that ak the tleath of the above-n aaetl tlecedvnt, you were a joint a+ne r/bvnef iciaro of this account.
If eau foal the Snfa rmatipn is incorrect. please obtain written correction iron the financial institution. attach a copy to this fora
and return it to the above address. This aeeoun4 is taxable in aecortlance with the Inheritance Tax laws of the Cannonwealth of
Pennavlvsn ie. Pleme call Oli) 1a7-mb2T with auastions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1010164911749 Data 07-02-2007 To ensure proper eratlit to the account, two
Estab115hetl conies of this notice musk accomparo
pavmenk to the Register of Wills. Make check
Account Balaneo b` 5,243.31 parable to "Repi star of Wills. Agent".
Pere ont Taxable X 50.000
NOTES If tax payments era made within three
Amount Su bl net to Tax $ 2,621.66 months of the tlecetlent's data of death.
R
t
T X , 0 O deduct a 5 percent discount on 4ha tax due.
a
e
aX Anv Inheritance Tax due will became delinauen4
Potential Tax Due ~ • 00 nine months after the data of death.
A. ~ The above inf ornation antl tax due is correct.
Raait payment to 4ha Rep isker of Wills with two copies of this notice to obtain
a discount or avoid interest, or chock box "A" and return this notice to the Rapi star of
r CHECK Wills antl an official assessment will b• issu ad by the PA Department of Revenua.
I ONE ~
L BLOCK B. ~ Ths above asset has bean or will by reported and tax paid with the Pennsylvania Inheritance Tax return
ONL Y to be filed by the esteiv rep resenta tivv.
C. ~ The above inf erne ion is incorrect and/or debts and deductions were paid.
Camolete PART ~2 and/or PART 3~ below.
ppRT If Sntll catin9 a different tax rate, please state 'r~ i.,
~
Q rel at lonship to decedent: ~'~
i ~ ~'
i
TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~~ ~'
LINE 1. Date Establishetl 1
2. Atcou nt Balance 2 S
3. Percent Taxable 3 X
4. Amounk SubOe<t to Tax 4 ~
5. Debts and Deductions 5
6. Amount Taxable 6 $
7. Tax Rate 7 X
8. Tax Due e S
pAR7 DEBTS AND DEDUCTIONS CLAIMED
^3
DATE P AID PAYEE DESCRIPTION AMOUNT PAID
Under penaliSvs of pe ryurv . I declare that the facts I have repo rt etl above are true., pOr raek~~d „ /
~o~ymp~l~e tie ,fit ogthe best o m knowledge and belief. HOME C 7 ) ~%/' /p 0(y~ /~~ b OS7 G~',,n/
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